During our December 17th QBTalks show, Murph's guest from Intuit will take us through the steps for using the new Intuit Accountant Suite 'Books Close' feature.
Why procrastinate, you know that QuickBooks Online Accountant is going to transition to Intuit Accountant Suite (IAS) between now and this time next year... you might as well "get a jump on things" and go ahead and transition to IAS now to take advantage of the tremendous features IAS has to offer.
And one of those premium features, even though it is still in Beta, is going to help you close your clients' books at like never before. I'm talking about Books Close. And to help you get off on the right foot when starting your IAS journey, and trying out Books Close Insightful Accountant's QBTalks is here to help because we have the experts to take you hand-n-hand on that journey. There is no better way to undertake your exploration of Books Close than by attending the December 17, 2025 QBTalks at 2:00 PM (Eastern).
The reason why this show is so important to your IAS and Books Close future is simple, we will be hosting Anusha Natarajan, the principal product manager who has been working on the Intuit Accountant Suite (IAS) Books Close. Anusha will join me to discuss and demonstrate essentially every aspect of Books Close. Just look at the list below*:
- Steps to opt into Intuit Accountant Suite
- Steps to add on Books Close
- Assign feature functionality to your Team Members
- Create custom 'close' templates
- Steps to onboard Books Close clients
- Overview of the Books Close process
- Starting your 'first' close for a client
- Adding 'additional' closes
- Rolling over closes
- File Review
- File Review: Client and Period Drop-downs
- File Review: Managing Close and Task Assignees, Due Dates and Statuses
- File Review: Pre-close and Additional item tasks
- File Review: Account reconciliation
- File Review: Transaction Review
- File Review: Finalize and Send Financials
Anusha will lead us through every aspect of Books Close in step-by-step detail during our upcoming webinar. Consider it 'time with the experts, and I am NOT including myself when I say "experts" and that's because Anusha is bringing along a whole team of Intuit personnel to help answer your questions during her presentation and in the related Q&A.
So, if you would to hear all about the Books Close feature join us for the December 17, 2025, 2:00 PM (Eastern) edition of QBTalks,
About this Webinar’s CPE and CPE Learning Objectives
To ensure this webinar qualifies for CPE credit, it must have meaningful learning objectives. Upon completion of this one-hour webinar, participants should be able to:
- Identify differences between the new Books Close (Beta) offering available to Intuit Accountant Suite users and the Books Review feature within QuickBooks Online-Accountant (or IAS Core).
- List various functionalities available within the new Books Close offering available to Intuit Accountant Suite users.
- Select, from a list of review areas, transactional review areas that the new Books Close offering within Intuit Accountant Suite will be able to identify.
About Our Sponsor
Our sponsor for December is Fishbowl, recognized as the #1 Inventory and Manufacturing platform for QuickBooks. Kendrick Hair and Cara Tomich from Fishbowl will be giving QBTalks attendees an exclusive look at Fishbowl Cloud Manufacturing, the company’s newest AI-driven solution built to simplify production, connect workflows, and unlock predictive insights. They will also be highlighting how Fishbowl's 'Partner Program' acts as an extension of a ProAdvisor's inventory and operational expertise and how Fishbowl can make it easier to identify clients who can benefit from the AI-driven enhancements that Fishbowl is making to support inventory management for QuickBooks users.
If you have QuickBooks, and you need AI-driven inventory and manufacturing... your need Fishbowl.
How to Register for the Webinar
QBTalks is being held on December 17, 2025, at 2:00 PM (Eastern). If you are already registered for QBTalks, you will receive your Zoom notifications automatically with further event details. If you are NOT already registered:
Disclosures & Footnotes:
* - the items (and order of items) shown here maybe expanded or rearranged based on the presenter(s).
Content (including graphic content) is based on or adapted from Intuit media source materials, including, but not limited to the Intuit Accountant Suite website and the actual Intuit Accountant Suite product including supporting help documentation. Intuit content adapted by Insightful Accountant from Intuit sources is furnished for educational purposes only.
The steps outlined in this feature are intended to provide the reader with 'general' guidance for opting into the Books Close optional feature of Intuit Accountant Suite. For more information, consult instructional (help) information from the Intuit Accountant Suite websites or contact QuickBooks support.
As used herein, QuickBooks®, QuickBooks Online Accountant and Intuit Accountant Suite refer to one or more registered trademarks of Intuit® Inc., a publicly-traded corporation headquartered in Mountain View, California, USA.
As used herein, Fishbowl, is a subsidiary of Diversis Capital, they are headquartered in Orem, Utah, USA.
Any other trade names or references used herein may refer to registered, trademarked, or copyrighted materials held by their respective owners; they are included in the content for informational and educational purposes only.
This is an editorial feature, not sponsored content. No vendor associated with this article has paid Insightful Accountant or the author any form of remuneration to be included within this feature. The article is provided solely for informational and educational purposes.
Note: Registered Trademark ® and other registration symbols (such as those used for copyrighted materials) have been eliminated from the articles within this publication for brevity due to the frequency or abundance with which they would otherwise appear or be repeated. Every attempt is made to credit such trademarks or copyrights within our respective article footnotes and disclosures.
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